See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,900 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $6,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,769 | $52,406+35.0% | $129,207-45.2% | $74,495-5.0% |
| Participation rate | 54.6% | 53.8%+0.8pp | 69.6%-15.0pp | 67.2%-12.6pp |
| Annual return | 13.11% | 15.66%-2.5pp | 9417.33%-9404.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,716 | $1,531+12.1% | $4,153-58.7% | $2,623-34.6% |
| Participant deferral / active EE | $2,911 | $2,794+4.2% | $4,168-30.2% | $4,346-33.0% |
| Admin fee / account holder | $213 | $2,633-91.9% | $7,715-97.2% | $1,942-89.0% |